Sponsored
The Analysis of MERIDIAN INVESTMENT COUNSEL INC.'s Holdings & P&L
Currently, MERIDIAN INVESTMENT COUNSEL INC. holds 237 types of securities in its portfolio with a total value $419.9M. In the most recent quarter, they have increased their positions in CRWD (+5.8K shares, valued at $2.3M), NOW (+18.4K shares, valued at $1.9M), COF (+10.0K shares, valued at $1.8M); decreased their positions in N/A (-27.8K shares, valued at $1.3M), SLB (-13.5K shares, valued at $693.8K), QCOM (-3.7K shares, valued at $474.6K); initiated new positions in CRWD (+5.8K shares, valued at $2.3M), NOW (+18.4K shares, valued at $1.9M), ALL (+2.7K shares, valued at $562.3K).
1M P&L
+15.2M+3.93%
3M P&L
-256.1K-0.06%
HY P&L
+27.5M+7.35%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A99.2M
27.0%
2Semiconductors38.8M
10.6%
3Software - Infrastructure23.4M
6.4%
Top Industries by Stock Count
1N/A69 stocks
32.4%
2Drug Manufacturers - General7 stocks
3.3%
3Asset Management7 stocks
3.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
TSM
-1.32%TAIWAN SEMICONDUCTOR MANUFAC
Shares84.6K
Event2026-03-31
Filed2026-04-28
AAPL
0.15%APPLE INC
Shares70.9K
Event2026-03-31
Filed2026-04-28
ISHARES GOLD TR
-0.88%ISHARES GOLD TR
Shares122.0K
Event2026-03-31
Filed2026-04-28
MSFT
0.40%MICROSOFT CORP
Shares27.9K
Event2026-03-31
Filed2026-04-28
CVX
-0.56%CHEVRON CORPORATION
Shares43.5K
Event2026-03-31
Filed2026-04-28
XLU
2.20%SELECT SECTOR SPDR TR
Shares160.6K
Event2026-03-31
Filed2026-04-28
PLTR
0.00%PALANTIR TECHNOLOGIES INC
Shares45.5K
Event2026-03-31
Filed2026-04-28
WMT
-1.35%WALMART INC
Shares53.0K
Event2026-03-31
Filed2026-04-28
NSC
0.00%NORFOLK SOUTHN CORP
Shares20.6K
Event2026-03-31
Filed2026-04-28
ABBV
-0.83%ABBVIE INC
Shares26.3K
Event2026-03-31
Filed2026-04-28
JNJ
-1.24%JOHNSON & JOHNSON
Shares23.4K
Event2026-03-31
Filed2026-04-28
IWM
2.81%ISHARES TR
Shares22.4K
Event2026-03-31
Filed2026-04-28
TRV
0.00%TRAVELERS COMPANIES INC
Shares18.4K
Event2026-03-31
Filed2026-04-28
MDY
-0.18%STATE STR SPDR S&P MIDCAP 40
Shares8.6K
Event2026-03-31
Filed2026-04-28
INVESCO EXCHANGE TRADED FD T
0.84%INVESCO EXCHANGE TRADED FD T
Shares26.8K
Event2026-03-31
Filed2026-04-28
COF
66.18%CAPITAL ONE FINL CORP
Shares25.2K
Event2026-03-31
Filed2026-04-28
BERKSHIRE HATHAWAY INC DEL
-7.82%BERKSHIRE HATHAWAY INC DEL
Shares9.4K
Event2026-03-31
Filed2026-04-28
GILD
0.09%GILEAD SCIENCES INC
Shares32.1K
Event2026-03-31
Filed2026-04-28
XLI
2.43%SELECT SECTOR SPDR TR
Shares26.9K
Event2026-03-31
Filed2026-04-28
CGXU
0.87%CAPITAL GROUP INTL FOCUS EQT
Shares144.4K
Event2026-03-31
Filed2026-04-28
FDX
-0.42%FEDEX CORP
Shares11.8K
Event2026-03-31
Filed2026-04-28
IGM
-0.84%ISHARES TR
Shares35.3K
Event2026-03-31
Filed2026-04-28
ADBE
-0.24%ADOBE INC
Shares16.9K
Event2026-03-31
Filed2026-04-28
BAC
0.37%BANK AMERICA CORP
Shares82.2K
Event2026-03-31
Filed2026-04-28
HD
-0.82%HOME DEPOT INC
Shares12.0K
Event2026-03-31
Filed2026-04-28
META
0.32%META PLATFORMS INC
Shares6.9K
Event2026-03-31
Filed2026-04-28
ORCL
0.00%ORACLE CORP
Shares25.0K
Event2026-03-31
Filed2026-04-28
CBRE
-0.19%CBRE GROUP INC
Shares26.1K
Event2026-03-31
Filed2026-04-28
DIA
-0.34%STATE STR SPDR DOW JONES IND
Shares7.6K
Event2026-03-31
Filed2026-04-28
QNITY ELECTRONICS INC
43.25%QNITY ELECTRONICS INC
Shares30.3K
Event2026-03-31
Filed2026-04-28
BTI
-0.72%BRITISH AMERN TOB PLC
Shares58.8K
Event2026-03-31
Filed2026-04-28
MCK
-0.05%MCKESSON CORP
Shares3.9K
Event2026-03-31
Filed2026-04-28
MET
-5.52%METLIFE INC
Shares46.6K
Event2026-03-31
Filed2026-04-28
KMI
-0.72%KINDER MORGAN INC DEL
Shares97.1K
Event2026-03-31
Filed2026-04-28
LHX
-0.63%L3HARRIS TECHNOLOGIES INC
Shares9.3K
Event2026-03-31
Filed2026-04-28
SPY
-2.56%STATE STR SPDR S&P 500 ETF T
Shares4.8K
Event2026-03-31
Filed2026-04-28
QCOM
-13.63%QUALCOMM INC
Shares23.4K
Event2026-03-31
Filed2026-04-28
MU
82.35%MICRON TECHNOLOGY INC
Shares8.9K
Event2026-03-31
Filed2026-04-28
BARRICK MNG CORP
7.95%BARRICK MNG CORP
Shares72.9K
Event2026-03-31
Filed2026-04-28
CANADIAN PACIFIC KANSAS CITY
-0.13%CANADIAN PACIFIC KANSAS CITY
Shares37.3K
Event2026-03-31
Filed2026-04-28
XLB
0.00%SELECT SECTOR SPDR TR
Shares58.6K
Event2026-03-31
Filed2026-04-28
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares4
Event2026-03-31
Filed2026-04-28
CITIGROUP INC
0.00%CITIGROUP INC
Shares25.2K
Event2026-03-31
Filed2026-04-28
SCHF
7.14%SCHWAB STRATEGIC TR
Shares112.7K
Event2026-03-31
Filed2026-04-28
GEV
-0.38%GE VERNOVA INC
Shares3.1K
Event2026-03-31
Filed2026-04-28
GE AEROSPACE
-0.52%GE AEROSPACE
Shares9.5K
Event2026-03-31
Filed2026-04-28
XLV
0.27%SELECT SECTOR SPDR TR
Shares18.3K
Event2026-03-31
Filed2026-04-28
CSCO
32.64%CISCO SYS INC
Shares34.5K
Event2026-03-31
Filed2026-04-28
DOC
4.95%HEALTHPEAK PROPERTIES INC
Shares159.9K
Event2026-03-31
Filed2026-04-28
CWI
0.00%SPDR INDEX SHS FDS
Shares71.2K
Event2026-03-31
Filed2026-04-28
JPM
0.48%JPMORGAN CHASE & CO
Shares8.8K
Event2026-03-31
Filed2026-04-28
XBI
37.24%SPDR SERIES TRUST
Shares19.6K
Event2026-03-31
Filed2026-04-28
AMGN
0.00%AMGEN INC
Shares7.0K
Event2026-03-31
Filed2026-04-28
UBER
1.03%UBER TECHNOLOGIES INC
Shares34.0K
Event2026-03-31
Filed2026-04-28
MEDTRONIC PLC
0.00%MEDTRONIC PLC
Shares28.1K
Event2026-03-31
Filed2026-04-28
FLGB
2.21%FRANKLIN TEMPLETON ETF TR
Shares69.3K
Event2026-03-31
Filed2026-04-28
BP
-1.95%BP PLC
Shares50.2K
Event2026-03-31
Filed2026-04-28
CB
-0.14%CHUBB LTD SWITZ
Shares7.2K
Event2026-03-31
Filed2026-04-28
XES
16.87%SPDR SERIES TRUST
Shares19.8K
Event2026-03-31
Filed2026-04-28
NVO
-0.10%NOVO-NORDISK A S
Shares62.2K
Event2026-03-31
Filed2026-04-28
FNDA
3.29%SCHWAB STRATEGIC TR
Shares70.4K
Event2026-03-31
Filed2026-04-28
CRWD
NewCROWDSTRIKE HLDGS INC
Shares5.8K
Event2026-03-31
Filed2026-04-28
NVDA
4.11%NVIDIA CORPORATION
Shares13.0K
Event2026-03-31
Filed2026-04-28
ALPHABET INC
4.44%ALPHABET INC
Shares7.8K
Event2026-03-31
Filed2026-04-28
AEP
-0.44%AMERICAN ELEC PWR CO INC
Shares17.1K
Event2026-03-31
Filed2026-04-28
VXUS
15.15%VANGUARD STAR FDS
Shares27.9K
Event2026-03-31
Filed2026-04-28
IBM
0.00%INTERNATIONAL BUSINESS MACHS
Shares8.9K
Event2026-03-31
Filed2026-04-28
CMCSA
-0.78%COMCAST CORP NEW
Shares74.6K
Event2026-03-31
Filed2026-04-28
HON
0.60%HONEYWELL INTL INC
Shares9.2K
Event2026-03-31
Filed2026-04-28
LINDE PLC
8.01%LINDE PLC
Shares4.2K
Event2026-03-31
Filed2026-04-28
VGT
0.00%VANGUARD WORLD FD
Shares2.9K
Event2026-03-31
Filed2026-04-28
INVESCO QQQ TR
-12.67%INVESCO QQQ TR
Shares3.4K
Event2026-03-31
Filed2026-04-28
VZ
-4.59%VERIZON COMMUNICATIONS INC
Shares38.7K
Event2026-03-31
Filed2026-04-28
VANGUARD INDEX FDS
1.35%VANGUARD INDEX FDS
Shares3.2K
Event2026-03-31
Filed2026-04-28
WFC
0.00%WELLS FARGO & CO
Shares24.2K
Event2026-03-31
Filed2026-04-28
NOW
NewSERVICENOW INC
Shares18.4K
Event2026-03-31
Filed2026-04-28
WGO
-9.03%WINNEBAGO INDS INC
Shares61.9K
Event2026-03-31
Filed2026-04-28
ALPHABET INC
4.62%ALPHABET INC
Shares6.5K
Event2026-03-31
Filed2026-04-28
XOM
-4.42%EXXON MOBIL CORP
Shares10.9K
Event2026-03-31
Filed2026-04-28
XLE
-0.34%SELECT SECTOR SPDR TR
Shares29.0K
Event2026-03-31
Filed2026-04-28
EG
0.94%EVEREST GROUP LTD
Shares5.4K
Event2026-03-31
Filed2026-04-28
DGT
-0.97%SPDR SERIES TRUST
Shares10.2K
Event2026-03-31
Filed2026-04-28
VB
3.35%VANGUARD INDEX FDS
Shares6.6K
Event2026-03-31
Filed2026-04-28
FNDF
17.80%SCHWAB STRATEGIC TR
Shares33.0K
Event2026-03-31
Filed2026-04-28
VEA
-0.40%VANGUARD TAX-MANAGED FDS
Shares24.8K
Event2026-03-31
Filed2026-04-28
NUE
-4.43%NUCOR CORP
Shares9.3K
Event2026-03-31
Filed2026-04-28
IJR
2.04%ISHARES TR
Shares12.5K
Event2026-03-31
Filed2026-04-28
PFE
-13.51%PFIZER INC
Shares54.9K
Event2026-03-31
Filed2026-04-28
ARCB
0.00%ARCBEST CORP
Shares15.2K
Event2026-03-31
Filed2026-04-28
GPC
-2.77%GENUINE PARTS CO
Shares14.0K
Event2026-03-31
Filed2026-04-28
MGM
-2.71%MGM RESORTS INTERNATIONAL
Shares39.5K
Event2026-03-31
Filed2026-04-28
INTC
0.00%INTEL CORP
Shares32.5K
Event2026-03-31
Filed2026-04-28
NEE
0.00%NEXTERA ENERGY INC
Shares15.1K
Event2026-03-31
Filed2026-04-28
FCX
0.00%FREEPORT MCMORAN INC
Shares23.7K
Event2026-03-31
Filed2026-04-28
MTG
0.00%MGIC INVT CORP WIS
Shares52.9K
Event2026-03-31
Filed2026-04-28
WY
-0.55%WEYERHAEUSER CO
Shares54.2K
Event2026-03-31
Filed2026-04-28
GDX
7.74%VANECK ETF TRUST
Shares13.9K
Event2026-03-31
Filed2026-04-28
RTX
0.00%RTX CORPORATION
Shares6.5K
Event2026-03-31
Filed2026-04-28
AMZN
1.09%AMAZON COM INC
Shares6.0K
Event2026-03-31
Filed2026-04-28
IHI
0.77%ISHARES TR
Shares22.9K
Event2026-03-31
Filed2026-04-28
QUAL
0.00%ISHARES TR
Shares6.2K
Event2026-03-31
Filed2026-04-28
AXON
0.00%AXON ENTERPRISE INC
Shares2.8K
Event2026-03-31
Filed2026-04-28
VWO
0.12%VANGUARD INTL EQUITY INDEX F
Shares21.8K
Event2026-03-31
Filed2026-04-28
TM
-0.44%TOYOTA MOTOR CORP
Shares5.7K
Event2026-03-31
Filed2026-04-28
T
0.00%AT&T INC
Shares39.0K
Event2026-03-31
Filed2026-04-28
MS
-0.37%MORGAN STANLEY
Shares6.7K
Event2026-03-31
Filed2026-04-28
IXJ
0.00%ISHARES TR
Shares11.7K
Event2026-03-31
Filed2026-04-28
DOCU
-16.77%DOCUSIGN INC
Shares22.9K
Event2026-03-31
Filed2026-04-28
IJK
0.00%ISHARES TR
Shares10.6K
Event2026-03-31
Filed2026-04-28
XOP
0.00%SPDR SERIES TRUST
Shares5.4K
Event2026-03-31
Filed2026-04-28
TPR
0.00%TAPESTRY INC
Shares6.8K
Event2026-03-31
Filed2026-04-28
COST
2.24%COSTCO WHOLESALE CORPORATION
Shares960
Event2026-03-31
Filed2026-04-28
NEM
-20.27%NEWMONT CORP
Shares8.6K
Event2026-03-31
Filed2026-04-28
VDC
-0.60%VANGUARD WORLD FD
Shares4.1K
Event2026-03-31
Filed2026-04-28
GBDC
12.89%GOLUB CAP BDC INC
Shares72.4K
Event2026-03-31
Filed2026-04-28
KO
0.00%COCA COLA CO
Shares12.0K
Event2026-03-31
Filed2026-04-28
SLRC
52.35%SLR INVESTMENT CORP
Shares62.3K
Event2026-03-31
Filed2026-04-28
SEAGATE TECHNOLOGY HLDNGS PL
0.00%SEAGATE TECHNOLOGY HLDNGS PL
Shares2.3K
Event2026-03-31
Filed2026-04-28
IJJ
0.00%ISHARES TR
Shares6.6K
Event2026-03-31
Filed2026-04-28
WH
0.00%WYNDHAM HOTELS & RESORTS INC
Shares10.7K
Event2026-03-31
Filed2026-04-28
OXY
-7.68%OCCIDENTAL PETE CORP
Shares13.2K
Event2026-03-31
Filed2026-04-28
EMR
2.40%EMERSON ELEC CO
Shares6.4K
Event2026-03-31
Filed2026-04-28
ARCC
5.52%ARES CAPITAL CORP
Shares45.8K
Event2026-03-31
Filed2026-04-28
VTI
-0.81%VANGUARD INDEX FDS
Shares2.4K
Event2026-03-31
Filed2026-04-28
XLC
-0.71%SELECT SECTOR SPDR TR
Shares7.0K
Event2026-03-31
Filed2026-04-28
IXP
0.00%ISHARES TR
Shares6.5K
Event2026-03-31
Filed2026-04-28
IBRX
0.00%IMMUNITYBIO INC
Shares96.4K
Event2026-03-31
Filed2026-04-28
WBD
-2.20%WARNER BROS DISCOVERY INC
Shares26.8K
Event2026-03-31
Filed2026-04-28
JCI
0.00%JOHNSON CONTROLS INTERNATION
Shares5.4K
Event2026-03-31
Filed2026-04-28
RDDT
25.11%REDDIT INC
Shares5.2K
Event2026-03-31
Filed2026-04-28
LECO
0.00%LINCOLN ELEC HLDGS INC
Shares2.8K
Event2026-03-31
Filed2026-04-28
IJH
0.00%ISHARES TR
Shares10.0K
Event2026-03-31
Filed2026-04-28
TNL
0.00%TRAVEL PLUS LEISURE CO
Shares9.7K
Event2026-03-31
Filed2026-04-28
CVS
0.00%CVS HEALTH CORP
Shares9.2K
Event2026-03-31
Filed2026-04-28
SLB
-51.23%SLB LIMITED
Shares12.8K
Event2026-03-31
Filed2026-04-28
BLACKROCK INC
0.29%BLACKROCK INC
Shares684
Event2026-03-31
Filed2026-04-28
DUPONT DE NEMOURS INC
-66.15%DUPONT DE NEMOURS INC
Shares14.2K
Event2026-03-31
Filed2026-04-28
PG
-0.09%PROCTER & GAMBLE CO
Shares4.5K
Event2026-03-31
Filed2026-04-28
DFAS
0.00%DIMENSIONAL ETF TRUST
Shares8.8K
Event2026-03-31
Filed2026-04-28
PTLC
-1.25%PACER FDS TR
Shares11.8K
Event2026-03-31
Filed2026-04-28
CVE
0.00%CENOVUS ENERGY INC
Shares23.3K
Event2026-03-31
Filed2026-04-28
EWT
-13.03%ISHARES INC
Shares8.7K
Event2026-03-31
Filed2026-04-28
TAP
-10.41%MOLSON COORS BEVERAGE CO
Shares14.1K
Event2026-03-31
Filed2026-04-28
COP
0.00%CONOCOPHILLIPS
Shares4.6K
Event2026-03-31
Filed2026-04-28
ADP
-12.20%AUTOMATIC DATA PROCESSING IN
Shares2.9K
Event2026-03-31
Filed2026-04-28
PEP
0.00%PEPSICO INC
Shares3.8K
Event2026-03-31
Filed2026-04-28
CTRA
0.00%COTERRA ENERGY INC
Shares16.3K
Event2026-03-31
Filed2026-04-28
VHT
-0.47%VANGUARD WORLD FD
Shares2.1K
Event2026-03-31
Filed2026-04-28
ASML
0.00%ASML HLDG NV
Shares428
Event2026-03-31
Filed2026-04-28
CTVA
-5.94%CORTEVA INC
Shares6.8K
Event2026-03-31
Filed2026-04-28
ALL
NewALLSTATE CORP
Shares2.7K
Event2026-03-31
Filed2026-04-28
DUKE ENERGY CORP NEW
0.00%DUKE ENERGY CORP NEW
Shares4.2K
Event2026-03-31
Filed2026-04-28
TE CONNECTIVITY PLC
0.00%TE CONNECTIVITY PLC
Shares2.6K
Event2026-03-31
Filed2026-04-28
CRM
0.00%SALESFORCE INC
Shares2.9K
Event2026-03-31
Filed2026-04-28
IVV
0.00%ISHARES TR
Shares810
Event2026-03-31
Filed2026-04-28
UTF
-3.34%COHEN & STEERS INFRASTRUCTUR
Shares20.3K
Event2026-03-31
Filed2026-04-28
LAM RESEARCH CORP
-14.04%LAM RESEARCH CORP
Shares2.5K
Event2026-03-31
Filed2026-04-28
JAAA
-16.46%JANUS DETROIT STR TR
Shares10.2K
Event2026-03-31
Filed2026-04-28
ALLY
0.00%ALLY FINL INC
Shares12.9K
Event2026-03-31
Filed2026-04-28
SYF
-11.82%SYNCHRONY FINANCIAL
Shares7.5K
Event2026-03-31
Filed2026-04-28
MSIF
150.46%MSC INCOME FUND INC
Shares40.7K
Event2026-03-31
Filed2026-04-28
VOX
0.00%VANGUARD WORLD FD
Shares2.7K
Event2026-03-31
Filed2026-04-28
MCD
4.44%MCDONALDS CORP
Shares1.5K
Event2026-03-31
Filed2026-04-28
EATON CORP PLC
0.00%EATON CORP PLC
Shares1.3K
Event2026-03-31
Filed2026-04-28
IBB
2.21%ISHARES TR
Shares2.7K
Event2026-03-31
Filed2026-04-28
MERCK & CO INC
-15.37%MERCK & CO INC
Shares3.8K
Event2026-03-31
Filed2026-04-28
CET
-9.83%CENTRAL SECS CORP
Shares9.2K
Event2026-03-31
Filed2026-04-28
ACHR
97.84%ARCHER AVIATION INC
Shares87.0K
Event2026-03-31
Filed2026-04-28
OI
-5.61%O-I GLASS INC
Shares42.1K
Event2026-03-31
Filed2026-04-28
MFIC
3.71%MIDCAP FINANCIAL INVSTMNT CO
Shares39.1K
Event2026-03-31
Filed2026-04-28
AMD
11.34%ADVANCED MICRO DEVICES INC
Shares2.2K
Event2026-03-31
Filed2026-04-28
HSY
0.00%HERSHEY CO
Shares2.1K
Event2026-03-31
Filed2026-04-28
MDLZ
0.00%MONDELEZ INTL INC
Shares7.6K
Event2026-03-31
Filed2026-04-28
MDB
0.00%MONGODB INC
Shares1.7K
Event2026-03-31
Filed2026-04-28
EFA
0.00%ISHARES TR
Shares4.3K
Event2026-03-31
Filed2026-04-28
KMB
-12.38%KIMBERLY-CLARK CORP
Shares4.2K
Event2026-03-31
Filed2026-04-28
CTAS
0.00%CINTAS CORP
Shares2.4K
Event2026-03-31
Filed2026-04-28
ETR
0.00%ENTERGY CORP NEW
Shares3.6K
Event2026-03-31
Filed2026-04-28
GEHC
-7.66%GE HEALTHCARE TECHNOLOGIES I
Shares5.4K
Event2026-03-31
Filed2026-04-28
VGK
16.08%VANGUARD INTL EQUITY INDEX F
Shares4.7K
Event2026-03-31
Filed2026-04-28
BK
0.00%BANK NEW YORK MELLON CORP
Shares3.2K
Event2026-03-31
Filed2026-04-28
CGW
0.00%INVESCO EXCH TRADED FD TR II
Shares5.9K
Event2026-03-31
Filed2026-04-28
ABT
10.84%ABBOTT LABORATORIES
Shares3.6K
Event2026-03-31
Filed2026-04-28
SO
0.00%SOUTHERN CO
Shares3.8K
Event2026-03-31
Filed2026-04-28
INVESCO EXCH TRADED FD TR II
0.00%INVESCO EXCH TRADED FD TR II
Shares4.9K
Event2026-03-31
Filed2026-04-28
SBUX
0.00%STARBUCKS CORP
Shares3.7K
Event2026-03-31
Filed2026-04-28
VNQ
0.00%VANGUARD INDEX FDS
Shares3.7K
Event2026-03-31
Filed2026-04-28
LNC
0.00%LINCOLN NATL CORP IND
Shares9.1K
Event2026-03-31
Filed2026-04-28
ENB
0.00%ENBRIDGE INC
Shares5.9K
Event2026-03-31
Filed2026-04-28
IWR
0.00%ISHARES TR
Shares3.3K
Event2026-03-31
Filed2026-04-28
DFIV
0.00%DIMENSIONAL ETF TRUST
Shares6.0K
Event2026-03-31
Filed2026-04-28
TY
0.00%TRI CONTL CORP
Shares9.8K
Event2026-03-31
Filed2026-04-28
USMV
0.00%ISHARES TR
Shares3.3K
Event2026-03-31
Filed2026-04-28
BPOP
0.00%POPULAR INC
Shares2.3K
Event2026-03-31
Filed2026-04-28
VTV
0.00%VANGUARD INDEX FDS
Shares1.5K
Event2026-03-31
Filed2026-04-28
FNDX
0.00%SCHWAB STRATEGIC TR
Shares10.6K
Event2026-03-31
Filed2026-04-28
RNR
0.00%RENAISSANCERE HLDGS LTD
Shares970
Event2026-03-31
Filed2026-04-28
EQT CORP
0.00%EQT CORP
Shares4.5K
Event2026-03-31
Filed2026-04-28
HPE
-19.47%HEWLETT PACKARD ENTERPRISE C
Shares12.0K
Event2026-03-31
Filed2026-04-28
PNR
0.00%PENTAIR PLC
Shares3.2K
Event2026-03-31
Filed2026-04-28
IEFA
-0.95%ISHARES TR
Shares3.1K
Event2026-03-31
Filed2026-04-28
DIS
4.26%DISNEY WALT CO
Shares2.9K
Event2026-03-31
Filed2026-04-28
CAT
0.00%CATERPILLAR INC
Shares392
Event2026-03-31
Filed2026-04-28
NVT
0.00%NVENT ELEC PLC
Shares2.3K
Event2026-03-31
Filed2026-04-28
GNW
0.00%GENWORTH FINL INC
Shares33.5K
Event2026-03-31
Filed2026-04-28
IWF
0.00%ISHARES TR
Shares630
Event2026-03-31
Filed2026-04-28
PH
0.00%PARKER-HANNIFIN CORP
Shares300
Event2026-03-31
Filed2026-04-28
BSV
-8.76%VANGUARD BD INDEX FDS
Shares3.4K
Event2026-03-31
Filed2026-04-28
DES
0.00%WISDOMTREE TR
Shares7.0K
Event2026-03-31
Filed2026-04-28
ZBH
0.00%ZIMMER BIOMET HOLDINGS INC
Shares2.7K
Event2026-03-31
Filed2026-04-28
BCSF
3.99%BAIN CAP SPECIALTY FIN INC
Shares19.6K
Event2026-03-31
Filed2026-04-28
CAH
0.00%CARDINAL HEALTH INC
Shares1.1K
Event2026-03-31
Filed2026-04-28
DB
0.00%DEUTSCHE BK AG
Shares8.0K
Event2026-03-31
Filed2026-04-28
MMM
0.00%3M CO
Shares1.6K
Event2026-03-31
Filed2026-04-28
AIG
0.00%AMERICAN INTL GROUP INC
Shares3.1K
Event2026-03-31
Filed2026-04-28
EWG
-23.47%ISHARES INC
Shares5.9K
Event2026-03-31
Filed2026-04-28
AMAT
NewAPPLIED MATLS INC
Shares684
Event2026-03-31
Filed2026-04-28
SHEL
NewSHELL PLC
Shares2.5K
Event2026-03-31
Filed2026-04-28
V
21.92%VISA INC
Shares751
Event2026-03-31
Filed2026-04-28
MA
0.00%MASTERCARD INCORPORATED
Shares452
Event2026-03-31
Filed2026-04-28
DK
NewDELEK US HLDGS INC NEW
Shares5.0K
Event2026-03-31
Filed2026-04-28
KVUE
0.00%KENVUE INC
Shares13.0K
Event2026-03-31
Filed2026-04-28
TDIV
0.00%FIRST TR EXCHANGE TRADED FD
Shares2.4K
Event2026-03-31
Filed2026-04-28
BA
0.00%BOEING CO
Shares1.1K
Event2026-03-31
Filed2026-04-28
KEYS
NewKEYSIGHT TECHNOLOGIES INC
Shares788
Event2026-03-31
Filed2026-04-28
VUG
0.00%VANGUARD INDEX FDS
Shares509
Event2026-03-31
Filed2026-04-28
TJX
-0.15%TJX COS INC NEW
Shares1.4K
Event2026-03-31
Filed2026-04-28
USB
0.00%US BANCORP
Shares4.2K
Event2026-03-31
Filed2026-04-28
BMY
NewBRISTOL-MYERS SQUIBB CO
Shares3.6K
Event2026-03-31
Filed2026-04-28
PEO
NewADAM NAT RES FD INC
Shares7.8K
Event2026-03-31
Filed2026-04-28
OHI
0.00%OMEGA HEALTHCARE INVS INC
Shares4.9K
Event2026-03-31
Filed2026-04-28
UNP
-9.88%UNION PAC CORP
Shares885
Event2026-03-31
Filed2026-04-28
BIV
0.00%VANGUARD BD INDEX FDS
Shares2.6K
Event2026-03-31
Filed2026-04-28
MUC
NewBLACKROCK MUNIHLDNGS CALI
Shares12.8K
Event2026-03-31
Filed2026-04-28
ECF
0.00%ELLSWORTH GROWTH & INCOME FD
Shares11.1K
Event2026-03-31
Filed2026-04-28
RIG
0.00%TRANSOCEAN LTD
Shares15.0K
Event2026-03-31
Filed2026-04-28
PNNT
0.00%PENNANTPARK INVT CORP
Shares14.2K
Event2026-03-31
Filed2026-04-28
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available